Wealth Planner - Central PA (Hybrid)

Overview

Responsible for developing relationships with clients and prospective clients to provide comprehensive financial planning and strategies to facilitate the growth of Fulton Financial Advisors. Develops financial plans for the most complex ultra high net worth families, high net worth, individuals and business owners with complex financial challenges in developing financial plans and strategies for complex client circumstances.

This is a hybrid role that will be based out of one of Fulton Bank Central PA locations.

Responsibilities

• Responsible for assisting in the efficient and effective operation of the Advanced Planning Group. Serves as a technical, marketing and developmental resource in matters of estate and financial planning, for prospects and high net worth client relationships. Prepares financial plans, including but not limited to cash flow, investments, insurance, estate planning, tax planning, and retirement planning, for clients and prospects.
• Direct client interaction expected, including presentation of financial plans. Assists more junior planning group employees in planning efforts. Assists in training of new employees. Ensures the efficient and effective operation of the designated area. Providing direction and guidance to direct reports in the more complex phases of their duties and responsibilities.
• Conducts performance appraisals, makes salary review recommendations, responsible for participating in staffing activities such as interviewing, hiring recommendations, employee counseling.
• Retain, expand and broaden existing client relationships by identifying cross sell opportunities for Fulton services and collaborating across Fulton to achieve results. Develop relationships with internal and external centers of influence to facilitate an effective referral network of new prospects. Participates in community and business activities to enhance the image and position of Fulton Bank, N. A. Achieve annual sales goals. Act as a mentor and trainer for Wealth Planners. Act as a technical resource for other Advisors for certain administrative, leadership or management functions as assigned
• Lead the delivery of a consistent and integrated client experience through superior execution against Fulton’s value proposition. Achieve consistent delivery of planning to clients and prospects. Coordinate service execution with internal partners to ensure seamless service delivery and maintain client satisfaction. Develop activities and initiatives to retain and expand client relationships and increase fee revenue to Fulton Financial Advisors through planning.
• Ensure assigned accounts are administered within the terms and conditions of the governing account documents. Complete all required reviews and reports in a timely and accurate manner. Review and analyze assigned accounts for their efficient and effective operation. Advising clients, both employee and corporate, concerning the design and administration of assigned accounts.
• Deals with client contacts, and others to maintain their confidence without compromising trust principals or Fulton Bank, N. A. ’s fiduciary responsibility. Confers with client contacts to respond to routine and general inquiries concerning trust services, investments and administrative matters, and handles routine problems and requests raised by them while referring problems which exceed authority to superiors.

Qualifications

Education

Bachelor Degree or the equivalent experience. Specialty : in a related field. (Required)

Doctor of Jurisprudence Degree. Specialty : from an American Bar Association accredited law school. (Preferred)

Master Degree or the equivalent experience. Specialty : business administration or taxation. (Preferred)

Experience

7 or more years Financial planning or comparable profession. (Required)

Certifications

Certified Financial Planner. (Preferred)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and / or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses / credentials. The salary range may vary based on geographic location.

The salary range for this position is $94,200.00 - $157,000.00 annually.

Additional Compensation Components

This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit .

EEO Statement

Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

Salary : $94,200 - $157,000